Deepwater Asset Management’s Gene Munster, a longtime Apple analyst, says that Apple’s opportunities to integrate AI are endless…
Tag: Gene Munster
Gene Munster: Apple stock is safe harbor for the next 6 stormy months
Gene Munster, managing partner at Deepwater Asset Management, joins ‘Squawk Box’ to discuss whether the recent news from…
Gene Munster: Will Apple Car see the light of day?
Deepwater Asset Management’s Gene Munster also has one question to ask management at the meeting: Will Apple Car see the light of day?
Gene Munster: ‘All signs suggest sunnier days will return for Apple’
Deepwater Asset Management Managing Partner and longtime Apple analyst Gene Munster writes, “All signs suggest sunnier days will…
Strong recovery for Apple iPhone 14 Pro and iPhone Pro Max expected in January
DSCC’s Naranjo expects a strong recovery for Apple’s iPhone 14 Pro and iPhone Pro Max in January. iPhone 14 Pro…
Gene Munster: Apple iPhone 14 Pro pain in December will be March’s gain
On November 6th, Apple announced that China’s quixotic “Zero COVID” lockdowns were impacting its iPhone 14 Pro and iPhone 14 Pro Max…
Gene Munster: Yes, it makes sense for Apple to make a car
Loup Managing Partner and longtime Apple analyst Gene Munster puts the odds at 50/50 that the “Apple Car” will be on the market by 2026…
Apple is slowly lessening its dependence on China
Finally and somewhat belatedly, Apple appears to recognize the inherent geopolitical risks of its China-centric supply chain and has been…
Gene Munster: Apple and Meta poised to be winners once interest rate hikes slow
Gene Munster, Managing Partner at Loup, said Wednesday that Apple and Meta Platforms are well positioned to become leaders…
Gene Munster: Early iPhone 14 demand signs are strong
Longtime Apple analyst Gene Munster has found that an expansion or compression of iPhone delivery times over the years have been…
Gene Munster: Apple CEO Tim Cook will retire as soon as 2026
Loup Funds’ Managing Partner, and longtime Apple analyst, Gene Munster believes that Apple CEO Tim Cook will retire as soon as 2026…
Gene Munster: Apple’s health and wellness investments will have a big payoff
U.S. health and wellness accounts for 20% of the GDP. Loup Funds’ Gene Munster expects that over the next two decades, Apple, Amazon…
Gene Munster: ‘Apple is, once again, defying gravity’
Loup Funds’ Gene Munster says that Apple is “defying gravity” and “powering through the early stages” of a macroeconomic downturn…
Apple stock surges in July, poised for biggest monthly gain in almost two years
Even as Apple deals with rampant U.S. inflation, waning consumer confidence, a strengthening dollar, and quixotic COVID lockdowns in China…
Munster: The future of CarPlay is in payments
At last month’s WWDC keynote, Apple announced that 98% of cars sold in the US are now compatible with CarPlay. That did not surpris …
Gene Munster: WWDC 2022 shows why Apple’s great for consumers and investors
Despite WWDC 2022 lacking “a headline-grabbing announcement, the keynote still delivered on the substance of what makes Apple great…
Apple to invest aggressively in America to diversify production amid globalization’s end – analyst
Shifting away from a focus in China, the global supply chain will likely change rapidly over the next decade. Apple saw it coming in 2018…
Gene Munster: Apple will sell as many iPhone SE units as they can make
Apple hosted its “Peek Performance” event featuring two upgraded products (iPhone SE with 5G and a new iPad Air) and two new products…
Gene Munster: Apple product supply is 2x better since late January
From mid-November 2021 to March 2nd, Loup Funds’ Gene Munster has been tracking lead times at Apple for ten products in six countries…
Gene Munster: ‘Apple embarks on its next trillion’
Loup Funds’ Gene Munster today weighs in on what Apple’s biggest surprise of 2022 will be as the company “embarks on its next trillion.”
Leave it to Apple to take VR and AR headsets mainstream
If AR and VR headsets are going to go mainstream, Apple will be the one to do it – just like they did with personal computers (Mac)…
Apple’s Cyber Monday lead times continue to show tight supply constraints
Gene Munster observed lead times at Apple for ten products in six countries that suggested the gap between demand and supply is slightly…
Gene Munster: Apple’s outsized demand wrestles with undersized supply
Unlike many companies, it’s a function of time before Apple wins the sale. In other words, today’s supply pains will eventually equate to…
Gene Munster: Apple keeps increasing value to consumers at largely consistent prices
Apple’s event was another iteration of providing products with increasing value to consumers at largely consistent prices, Gene Munster …
Apple should experience minimal financial impact from App Store changes – analysts
Apple’s recent changes to the App Store in response to regulatory and legal pressure will have minimal financial impact on the company…
Apple’s key to its health ambitions: Class II Apple Watch features
It’ll be unlikely that Apple will builds a public-facing primary health care network, but instead devices, like Apple Watch, and data can be…
Gene Munster: Podcasts are Apple’s hobby, Spotify’s career
Apple in April unveiled Apple Podcasts Subscriptions, a global marketplace for listeners to discover premium subscriptions offered by…
Gene Munster: Apple will beat growth expectations for years to come
Loup Venture’s Gene Munster believes that Apple will continue to grow revenue in the out years ahead of expectations…
Gene Munster: Apple’s growth story will continue
Apple reported March quarter results with revenue 16% above the Street. While growth rates will fluctuate, Apple will remain a growth story…
Previewing Apple’s ‘Spring Loaded’ April 20th event
Gene Munster and Andrew Murphy discuss the iPad and potential product-related announcements at Apple’s ‘Spring Loaded’ April 20th event…
Gene Munster: Mac growth will continue for years, powered by Apple Silicon and remote work
The accelerating digital transformation will continue to drive Mac growth rates higher, and the segment will exceed investors’ expectations…
Why does Apple want to make a car?
Why does Apple want to make a car? Well, Loup Ventures estimates the global market for new vehicles, including cars, light trucks…
The case for Apple stock at $200
On Wednesday, Apple reported that its blockbuster 2020 holiday quarter (fiscal Q121) broke nearly every one of its financial records…
Gene Munster: Apple will be the top-performing FAANG stock in 2021
According to Loup Ventures’ Gene Munster and David Stokman, Apple will be the top-performing FAANG stock in 2021…
Why is Apple building a car?
Shares of Apple rose in morning trading on a report that the world’s most valuable company aims to produce an “Apple Car” by 2024 with…
Gene Munster: AirPods Max and Fitness+ strengthen Apple’s ecosystem
AirPods Max and Apple Fitness+ collectively strengthen the fabric of Apple’s hardware, software, and services integrated ecosystem …
Gene Munster: Apple is stepping into a new growth curve
Investors misinterpreted the company reporting iPhone revenue below expectations, Loup Ventures’ Gene Munster says…
Loup Ventures: Apple will sell 217 million iPhones in fiscal 2021
Loup Ventures’ Gene Munster and David Stokman estimate Apple will sell 217 million iPhones in fiscal 2021 (compared to 187m in FY20) and…
Apple expands ‘Express’ retail store format ahead of Christmas shopping season
Apple is expanding a new physical store format as the company looks to get iPhone 12 models into customers’ hands, Apple’s retail chief…
Gene Munster: With HomePod mini, Apple lands a punch in the smart speaker market
Apple on Tuesday unveiled HomePod mini, the newest addition to the HomePod family that delivers impressive sound, the intelligence of Siri…
Apple’s new iPhone to offer 5G speeds U.S. networks can’t yet deliver
5G will finally get its U.S. spotlight with the expected debut of Apple’s next-generation iPhones on Tuesday. However, the faster speeds 5G …
Gene Munster: Apple is focused on creating the world’s best products that enrich people’s lives
Once again, Apple showed that they can execute product rollouts with excellence despite COVID-19. Loup Ventures’ Gene Munster says…
